Connect ArcSite and ProofHub to Build Intelligent Automations

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ArcSite

When this happens...

Choose an Action

ProofHub

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Project Created

New Project Created

Runs when a new project is created in ArcSite.

Request a new Trigger for ArcSite

Do thisActions

Action is the task that follows automatically within your ArcSite integrations.

Create Project

Create Project

Creates a new project in ArcSite and adds customer, sales rep, tags, and work site details.

Update Project

Update Project

Updates an existing project with new name, customer info, sales rep, worksite address, tags, or job number.

Add Collaborators

Add Collaborators

Adds one or more people to the specified project and assigns their roles.

Create Task

Create Task

Creates a new task in a specified project.

Create Project

Create Project

Creates a new project in ProofHub.

Update Task

Update Task

Updates a task or subtask and optionally marks it as complete.

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Frequently Asked Questions

How do I start an integration between ArcSite and ProofHub?

To start, connect both your ArcSite and ProofHub accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in ProofHub (or vice versa).

Can we customize how data from ArcSite is recorded in ProofHub?

Absolutely. You can customize how ArcSite data is recorded in ProofHub. This includes choosing which data fields go into which fields of ProofHub, setting up custom formats, and filtering out unwanted information.

How often does the data sync between ArcSite and ProofHub?

The data sync between ArcSite and ProofHub typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from ArcSite to ProofHub?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between ArcSite and ProofHub?

Yes, you can set conditional logic to control the flow of data between ArcSite and ProofHub. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

ArcSite

About ArcSite

ArcSite is the all-in-one drawing & mobile sales platform for service professionals including mobile drawing, estimation, and takeoff tools.

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ProofHub

About ProofHub

ProofHub is a comprehensive project management and team collaboration tool designed to streamline workflows, enhance productivity, and facilitate seamless communication among team members. It offers features such as task management, time tracking, file sharing, and project planning, making it ideal for teams of all sizes.

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